Demo

Investment Analyst

Brewer Morris
Westport, CT Full Time
POSTED ON 4/1/2025
AVAILABLE BEFORE 4/30/2025

Position: Investment Analyst

Location: Westport, Connecticut

About the Company: A growing firm in the financial services sector, offering opportunities to contribute to its development as part of a small team.


Key Responsibilities

  • Lead deal processes and due diligence activities for fund investments; present findings to management and investors.
  • Monitor and review active fund investments and manage operational aspects.
  • Analyze data from multiple sources to support structuring, risk assessments, and new opportunities.
  • Build relationships with service providers to manage fund operations.
  • Develop and maintain dashboards for fund and service provider performance tracking.
  • Assist with investment reporting and risk management across funds.
  • Prepare and deliver executive-level reports.


Requirements

  • BA/BS in Business Administration, Finance, Economics, or a related field.
  • Minimum 5 years of experience in financial services.
  • Detail-oriented with exceptional analytical and critical thinking skills.
  • Ability to work independently and articulate complex matters clearly.
  • Effective time management skills and adaptability to multitask.
  • Proficiency in Microsoft Office, especially Excel; knowledge of VBA and SQL is advantageous.
  • Strong communication skills for internal and external purposes.


Type: Full-time

Salary : $100,000 - $130,000

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